Intercarolina Financial Services, Inc.
Intercarolina Financial Services, Inc. is an SEC-registered mass-market adviser in Greensboro, NC with $85.4M assets under management (AUM, regulatory AUM), -35% over one year. See who owns Intercarolina Financial Services, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 19475, SEC 801-121339, data through 2026-04-30.
- AUM (assets under management / regulatory AUM)
- $85.4M (2026-04-30)
- Firm type
- Mass-Market Adviser
- Location
- Greensboro, NC
- Employees
- 29
- Clients
- 271
- CRD
- 19475
- Ownership
- NAVOLANIC, JOSEPH EUGENE; KINDLEY, MARCUS DALE
How much AUM does Intercarolina Financial Services, Inc. have?
Intercarolina Financial Services, Inc. reported $85.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-30).
Who owns Intercarolina Financial Services, Inc.?
Disclosed owners and executives of Intercarolina Financial Services, Inc. include NAVOLANIC, JOSEPH EUGENE, KINDLEY, MARCUS DALE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.